How to Connect CallRail to HubSpot

By Sean Tibor - November 01, 2016

As a HubSpot Certified Agency Partner, I'm constantly seeking ways to improve my clients' marketing effectiveness through better operations and data-driven insights. Recently, I set up a CallRail Pro account so my clients could track where their incoming phone calls were coming from. Along the way, I discovered some damn good reasons to connect HubSpot and CallRail together for maximum effectiveness. My first client has been using CallRail for several months now and have fallen in love with the call analytics, recordings, call flows, and even outbound calling. I was even able to increase my retainer slightly to cover the costs of CallRail.

Here's the step-by-step guide for how I did it, along with some bonus steps for Dynamic Number Insertion on HubSpot Pages. Let me know in the comments below if you find more ways to get these two data-rich tools to work even better together.

That's it! Your HubSpot Hub and CallRail company are now linked. When new calls come in, CallRail will search your HubSpot contact database for matching users and automatically update their timeline with phone call and text messaging data.

Step 3: Set Up Dynamic Number Insertion on HubSpot Pages

If your HubSpot landing pages and blog post templates include a phone number that you want to update with CallRail dynamic number tracking, you'll need to add the CallRail javascript code to your pages in HubSpot. Dynamic Number Insertion will help you track incoming calls based on the traffic source and link the call to page activity.

Go back to your Company Settings page from Step 2. Select Integrations->Dynamic Number Insertion.

Paste the javacript code on your clipboard into the field named "Site Footer HTML" and press Save Changes. This will put the CallRail code snippet on every page of your HubSpot content.

Assuming that you have configured Dynamic Number Insertion on your CallRail portal, you can test that this is working by visiting any of your HubSpot landing pages or blog posts. You should see the target phone number updated with your tracking numbers. If not, you may want to try viewing your content in Incognito Mode to fool CallRail into thinking you're a new visitor to the site.

Wrapping Up and Bonus Points

Now that you have CallRail and HubSpot integrated, you should start seeing Phone Call form submissions on your HubSpot timelines. You can also go directly to a HubSpot contact from the CallRail copilot.

With a working CallRail/Hubspot system, here are a few things you can do for extra credit:

Did this help you? Leave us a comment below and let us know how it's working!

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